SALES PLANNING SOFTWARE

Bring in more revenue with Prophix’s sales planning software

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Why choose Prophix One™ sales planning software

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Confident decision making

Use automated insights and data integration to improve sales planning.

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Effective resource allocation

Seamlessly connect your sales and revenue planning to personnel, production and inventory plans.

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Agility and adaptability

Use data-driven insights to adapt to market changes or new strategic directives with confidence.

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Operational efficiency

Optimize operational efficiency by aligning sales with production using automated calculations.

Next-Gen Finance with Prophix One™

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Smarter sales forecasting with Prophix Copilot

  • Sales and revenue planning just got smarter. Prophix Copilot brings conversational AI into your workflow, making it easier than ever to understand what’s driving performance. 

     

  • Ask natural language questions like “Why is Q3 revenue below target?” or “How are regional sales trending?” and get instant, AI-generated insights. 

     

  • Whether you’re analyzing pipeline conversion, identifying growth opportunities, or stress-testing scenarios, Copilot delivers fast, contextual answers so you canact decisively and stay ahead of the curve.
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Sales workflow automation

  • Collaborate seamlessly across sales, marketing, and ops roles.
  • Streamline sales planning with built-in communication and task management.
  • Eliminate manual workflows to bring focus back to critical planning tasks.
  • Automate reports and dashboards.

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Sales opportunity planning

  • Build out opportunity planning with line item details.
  • Get more information from your opportunities with centralized data.
  • Create discrete versions of each opportunity to isolate variables that impact your organization.
  • Analyze opportunities with AI-powered insights.

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Sales and revenue integration

Sales planning software connects your plan with data from personnel, production, and inventory plans. Learn how this can transform the Office of the CFO in the Ultimate Guide to Next-Gen Finance.

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Automated sales insights

  • Bring in data from your sales and revenue tool stack.
  • Analyze historical data, market trends, and customer insights so you can make every decision more data-driven.
  • Collaborate across teams in a single source of truth.
  • Break down data silos.

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Sales performance monitoring

  • Build real-time dashboards for teams and leaders.
  • Compare plans with actual numbers to keep the organization on track.
  • Analyze meaningful metrics without the noise.
  • Break out of spreadsheets and monitor performance at a glance.

Prophix’s sales planning software: Stories of success

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Accessible Media Inc.

Hear how Accessible Media Inc. has streamlined planning by having Prophix One as their single source of the truth.

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SummitStone Health Partners

Discover how SummitStone Health Partners uses Prophix One to integrate data and improve efficiency for decision making.

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WesleyLife

Learn more about how WesleyLife uses a Revenue Planning cube in Prophix One to drive their budgeting process and improve efficiency.

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Frequently asked questions

What is sales planning software?

Sales planning software is a tool designed to help organizations strategize and manage their sales processes effectively. It assists in setting sales goals, forecasting revenue, analyzing sales data, and tracking performance against targets. The software often includes features for creating sales plans, managing sales pipelines, and generating reports to optimize sales strategies and drive growth.

Yes, you can plan sales by customer, product, line of business, account, salesperson, or other level of detail your business needs.

Yes, easily integrate with MS 365 applications with the Prophix One MS365 Add-In. You can keep your complex model in Excel and use Analyzer to write the results model back to Prophix One.

Sales planning software should allow organizations to centralize data from spreadsheets and other sources to build dynamic dashboards. From there, it should allow you to drill down into your cash flow, your sales pipeline, and individual opportunities.

Sales planning software helps your team focus their efforts on top-performing products and services, assess new opportunities as they come up, and get visibility on every stage of your sales pipeline to find opportunities for improvement.

Ready to see Prophix One™ in action?

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